-87.6%
OPEN vs ACI
+29.9%
-117.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | -3.4% | -18.4% | -21.3% |
| 7D | -22.2% | -2.2% | -20.0% | -21.8% |
| 30D | -38.3% | +10.3% | -48.6% | -39.0% |
| 3M | -59.4% | +7.2% | -66.6% | -59.7% |
| 6M | -74.4% | -18.0% | -56.4% | -73.8% |
| YTD | -76.0% | -22.0% | -54.0% | -75.3% |
| 1Y | -78.7% | -23.4% | -55.3% | -78.0% |
| 3Y | -30.0% | -35.8% | +5.8% | -27.8% |
| 5Y | -93.7% | -43.7% | -50.1% | -93.6% |
| All | -87.6% | +29.9% | -117.5% | -87.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded ACI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling